Instantly Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 191 Instantly reviews.

As reported in 185 Instantly reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 183 Instantly reviews.

As reported in 184 Instantly reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 181 reviewers of Instantly have provided feedback on this feature.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 179 Instantly reviews.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 187 reviewers of Instantly have provided feedback on this feature.

Based on 191 Instantly reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Allows orgainizations multi-national organizations to use tool effectively accross multiple languages and currencies This feature was mentioned in 462 Instantly reviews.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 467 Instantly reviews.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 503 Instantly reviews.

Access pre-built and custom reports and dashboards. 469 reviewers of Instantly have provided feedback on this feature.

Based on 447 Instantly reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables integration to external systems This feature was mentioned in 472 Instantly reviews.

As reported in 156 Instantly reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

As reported in 150 Instantly reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 163 reviewers of Instantly have provided feedback on this feature.

As reported in 151 Instantly reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

As reported in 151 Instantly reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 152 reviewers of Instantly have provided feedback on this feature.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 146 Instantly reviews.

As reported in 141 Instantly reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

As reported in 149 Instantly reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 154 Instantly reviews.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 155 Instantly reviews.

Based on 155 Instantly reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities 159 reviewers of Instantly have provided feedback on this feature.

Tracks issues/help requests reported by customers through the resolution process. 152 reviewers of Instantly have provided feedback on this feature.

Based on 149 Instantly reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

As reported in 148 Instantly reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 139 Instantly reviews.

As reported in 143 Instantly reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

As reported in 157 Instantly reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 153 Instantly reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 151 Instantly reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

As reported in 2332 Instantly reviews. Tools for importing/exporting data to/from the platform to support campaign setup and reporting.

Supports extensibility through APIs to build and manage integrations with third-party tools. 2201 reviewers of Instantly have provided feedback on this feature.

As reported in 2166 Instantly reviews. "Offers a wide range of plug-and-play integrations with third-party applications. "

Integrates with CRM software, which can help provide context to your mailing lists. This feature was mentioned in 2048 Instantly reviews.

Integrates with Social Media platforms, which can help expand your reach. This feature was mentioned in 1999 Instantly reviews.

Integrates with e-commerce platforms, which can link directly to your online store. 1930 reviewers of Instantly have provided feedback on this feature.

Based on 141 Instantly reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. This feature was mentioned in 129 Instantly reviews.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. 132 reviewers of Instantly have provided feedback on this feature.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. 137 reviewers of Instantly have provided feedback on this feature.

As reported in 135 Instantly reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 135 Instantly reviews.

Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. This feature was mentioned in 2294 Instantly reviews.

Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates. This feature was mentioned in 2299 Instantly reviews.

Based on 2337 Instantly reviews. Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues.

Based on 2367 Instantly reviews. List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences.

Ability to send thousands of unique, personalized emails per second. This feature was mentioned in 2372 Instantly reviews.

Tools for designing, editing, and personalizing email content for recipients. This feature was mentioned in 2336 Instantly reviews.

Based on 2392 Instantly reviews. Supports the ability to send outbound email campaigns to external recipients.

Based on 2345 Instantly reviews. Maximizes inbox placement by managing spam compliance and sender reputation.

Automatically respond to user actions or triggers with predefined email messages. This feature was mentioned in 2229 Instantly reviews.

As reported in 2052 Instantly reviews. Enables multiple users to login to the same account to maintain a single account for your entire marketing team.

Based on 1942 Instantly reviews. Ability to send secure and personalized survey invites to your contact list.

Does this product have the amount of contact data you require? Contact data includes a persons company, role, experience, email, telephone, etc. This feature was mentioned in 531 Instantly reviews.

Does this product have the amount of company data you require? Company data includes data on companies leadership, financials, industry, products, etc. 522 reviewers of Instantly have provided feedback on this feature.

As reported in 507 Instantly reviews. Does this product offer industry research data that you require?

As reported in 191 Instantly reviews. Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used

As reported in 484 Instantly reviews. How accurate and up to date is the contact data?

How accurate and up to date is the company data? 500 reviewers of Instantly have provided feedback on this feature.

As reported in 212 Instantly reviews. How accurate and up to date is the technographic data?

As reported in 472 Instantly reviews. Ability to create targeted contact lists.

Based on 495 Instantly reviews. Integrations to popular CRM/Marketing automation software to enable sales/marketing team members to view contact and company data from within the CRM/Marketing automation software.

Based on 461 Instantly reviews. Ability to clean/enrich existing data that is maintained in other systems

Functionality to filter or segment data from within sales intelligence software This feature was mentioned in 474 Instantly reviews.

As reported in 458 Instantly reviews. Offers search tools that allow users to find the data they need quickly

Alerts you to changes happening to industries, companies and people you follow 446 reviewers of Instantly have provided feedback on this feature.

Find the people you know that can introduce you to contacts at prospects This feature was mentioned in 463 Instantly reviews.

Provides ability to create the reports that meet your business requirements This feature was mentioned in 455 Instantly reviews.

Provides ability to message contacts directly from within the sales intelligence software 472 reviewers of Instantly have provided feedback on this feature.

Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. This feature was mentioned in 169 Instantly reviews.

Based on 170 Instantly reviews. Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.

As reported in 170 Instantly reviews. Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Product accurately cleans, deduplicates, and verifies lead data. 508 reviewers of Instantly have provided feedback on this feature.

Product enriches existing lead data with missing information. 500 reviewers of Instantly have provided feedback on this feature.

Product provides accurate, up-to-date contact information for leads, such as email address or phone number. This feature was mentioned in 505 Instantly reviews.

Based on 503 Instantly reviews. Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Product offers a browser extension that validates or enriches lead information within the user’s browser. This feature was mentioned in 513 Instantly reviews.

As reported in 194 Instantly reviews. Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

As reported in 197 Instantly reviews. Automatically scores prospects based on behavior and engagement levels.

Based on 192 Instantly reviews. Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. 205 reviewers of Instantly have provided feedback on this feature.

As reported in 227 Instantly reviews. Helps allocate marketing budget based predicted amount of incoming revenue.

Based on 205 Instantly reviews. Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.

Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. This feature was mentioned in 195 Instantly reviews.

Based on 194 Instantly reviews. Allows for custom report types to match the goals of a company.

As reported in 162 Instantly reviews. Provides tools that dynamically serve content, messaging, and calls-to-action.

Helps determine which accounts have the highest/lowest opportunity to convert. 179 reviewers of Instantly have provided feedback on this feature.

As reported in 160 Instantly reviews. Helps determine the direction of each individual account and how to engage through specific content.

Based on 161 Instantly reviews. Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.

Based on 926 Instantly reviews. Records the rate at which emails are opened.

Based on 900 Instantly reviews. Records the rate at which links in emails are followed.

As reported in 860 Instantly reviews. Records the rate at which email attachments are opened or downloaded.

As reported in 887 Instantly reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Allows administrators to schedule out emails in advance. This feature was mentioned in 919 Instantly reviews.

Reminds administrators to follow-up on emails based on pre-set reminders. 950 reviewers of Instantly have provided feedback on this feature.

Allows for the categorization of emails. This feature was mentioned in 917 Instantly reviews.

Allows for the creation of templates for frequently-sent emails. 899 reviewers of Instantly have provided feedback on this feature.

As reported in 436 Instantly reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer. This feature was mentioned in 410 Instantly reviews.

Automatically contacts all leads. This feature was mentioned in 454 Instantly reviews.

Utilizes natural language processing to set up meetings. 404 reviewers of Instantly have provided feedback on this feature.

As reported in 413 Instantly reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Automates the entry of collected data. This feature was mentioned in 395 Instantly reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 400 reviewers of Instantly have provided feedback on this feature.

Based on 406 Instantly reviews. Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance. This feature was mentioned in 432 Instantly reviews.

Based on 443 Instantly reviews. Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 404 reviewers of Instantly have provided feedback on this feature.

IP address quality analysis. 1496 reviewers of Instantly have provided feedback on this feature.

Sending domain quality analysis. This feature was mentioned in 1543 Instantly reviews.

Email content analysis. 1575 reviewers of Instantly have provided feedback on this feature.

As reported in 1478 Instantly reviews. Determing email and domain compliance with policies such as DMARC.

As reported in 1496 Instantly reviews. Measuring of delivery latency/processing time.

Based on 1455 Instantly reviews. Tracking which folder email appears in.

As reported in 1556 Instantly reviews. Tracking open rate across recipients.

Tracking time between delivery and open. This feature was mentioned in 1472 Instantly reviews.

Notifications related to placement and opening. 1464 reviewers of Instantly have provided feedback on this feature.

Based on 1612 Instantly reviews. Measuring overall campaign performance across recipients.

Measuring overall reputation related to specific sending domains. 1626 reviewers of Instantly have provided feedback on this feature.

Based on 1562 Instantly reviews. Measuring overall reputation of brand based on all email activity.

As reported in 1586 Instantly reviews. Tracking recipient tagging of domains for blacklists and whitelists.

Based on 240 Instantly reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 252 Instantly reviews.

As reported in 229 Instantly reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 228 reviewers of Instantly have provided feedback on this feature.

As reported in 249 Instantly reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

As reported in 230 Instantly reviews. Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. 240 reviewers of Instantly have provided feedback on this feature.

Based on 223 Instantly reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 221 Instantly reviews.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. This feature was mentioned in 221 Instantly reviews.

As reported in 229 Instantly reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Based on 220 Instantly reviews. Provides gamifaction features to rank sales reps on performance

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 230 reviewers of Instantly have provided feedback on this feature.

Based on 233 Instantly reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Based on 232 Instantly reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 229 Instantly reviews.

As reported in 217 Instantly reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Based on 289 Instantly reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. This feature was mentioned in 286 Instantly reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 114 Instantly reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 1401 Instantly reviews.

Condenses long documents or text into a brief summary. This feature was mentioned in 1405 Instantly reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 636 Instantly reviews.

Based on 223 Instantly reviews. Allows users to generate text based on a text prompt.

As reported in 11 Instantly reviews. Works across multiple software systems or databases

Based on 11 Instantly reviews. Anticipates needs and offers suggestions without prompting

Works across multiple software systems or databases

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

As reported in 11 Instantly reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 11 Instantly reviews.

Works across multiple software systems or databases 11 reviewers of Instantly have provided feedback on this feature.

Improves performance based on feedback and experience This feature was mentioned in 11 Instantly reviews.

As reported in 11 Instantly reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 11 reviewers of Instantly have provided feedback on this feature.

Based on 11 Instantly reviews. Makes informed choices based on available data and objectives

Based on 32 Instantly reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes 32 reviewers of Instantly have provided feedback on this feature.

Works across multiple software systems or databases 31 reviewers of Instantly have provided feedback on this feature.

Based on 31 Instantly reviews. Improves performance based on feedback and experience

As reported in 31 Instantly reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting This feature was mentioned in 31 Instantly reviews.

Based on 31 Instantly reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 75 reviewers of Instantly have provided feedback on this feature.

As reported in 75 Instantly reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 76 Instantly reviews.

Improves performance based on feedback and experience This feature was mentioned in 73 Instantly reviews.

As reported in 75 Instantly reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 74 reviewers of Instantly have provided feedback on this feature.

Makes informed choices based on available data and objectives This feature was mentioned in 74 Instantly reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 57 reviewers of Instantly have provided feedback on this feature.

Capability to perform complex tasks without constant human input 56 reviewers of Instantly have provided feedback on this feature.

Based on 57 Instantly reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases 56 reviewers of Instantly have provided feedback on this feature.

Based on 56 Instantly reviews. Works across multiple software systems or databases

Based on 37 Instantly reviews. Capability to perform complex tasks without constant human input

As reported in 38 Instantly reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 38 reviewers of Instantly have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting 38 reviewers of Instantly have provided feedback on this feature.

As reported in 38 Instantly reviews. Makes informed choices based on available data and objectives